See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,237 | $115,770+119.6% | $101,248+151.1% | $158,922+60.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.83% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,598 | $4,175-37.8% | $3,660-29.0% | $4,761-45.4% |
| Participant deferral / active EE | $24,500 | $4,957+394.2% | $4,370+460.6% | $5,982+309.6% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |